Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Skrinak is a financial advisor with Kestra Private Wealth Services, LLC, with over 20 years of experience in the financial services industry. Elizabeth has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and NFP Securities, Inc. Her specializations include retirement planning, college savings, investment management, and estate planning. Elizabeth holds a Series 66 and Series 7 license, and she is a Certified Financial Planner. Elizabeth is committed to helping individuals and families achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
03/07/2018 - Present
Kestra Private Wealth Services, LLC (SANDUSKY OH)
OH
05/13/2004 - 03/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANDUSKY OH)
TX
08/02/2002 - 08/15/2003
NFP SECURITIES, INC. (AUSTIN TX)
MA
04/02/2002 - 08/09/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 06/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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